See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,072 | $100,754-37.4% | $86,677-27.2% | $134,475-53.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -13.69% | 29.04%-42.7pp | 35.91%-49.6pp | 417.96%-431.7pp |
| Employer contribution / active EE | $199 | $3,489-94.3% | $2,836-93.0% | $4,740-95.8% |
| Participant deferral / active EE | $1,100 | $5,338-79.4% | $4,656-76.4% | $6,400-82.8% |
| Admin fee / account holder | $4,588 | $10,926-58.0% | $7,493-38.8% | $11,426-59.8% |